Release History
finPOWER Connect 3.01.08
FIX: OCR; When checking if a service is available and configured, the wrong license setting was checked
When using the OCR's "IsServiceAvailableAndConfigured" function, the "Electronic Signature" license was checked instead of the "OCR" license.
FIX: Workflow Types; Options; "Close Workflows when Account Application is closed" option not respected when closing an Account Application
The "Close Workflows when Account Application is closed" option on the Options page of the Workflow Types form was not being respected when closing an Account Application, i.e., either Accepting, Declining or Unwanting the Application.
NEW: Bank Statements (Proviso) Credit Bureau; new option to use branded links in Documents
A new Global Setting option to use the Bank Statements branded (iFrame) links in Documents has been added.
NEW: Account Processes; add scriptable CustomWhere option
A new scriptable "CustomWhere" parameter has been added to Account Processes.
FIX: Monitor Categories; "Valid For" dropdown may not include all Categories
On the Admin, Monitor Categories form, the "Valid For" dropdown does not include a Category allowed for Account Applications but not for Accounts.
NEW: Client Types; added Overseas Client Classes for New Zealand
The following Client Classes have been added for New Zealand and can be used in Client Types:
NEW: Client Contact Addresses; GetAddressForLetter(True) may not work as expected
The finPOWER Connect Business Layer function finClient.ContactAddresses.GetAddressForLetter may not return an address if the includeAddressee parameter is True and the Client only has a physical address.
FIX: SQL Server Database provider; Permissions Reset fails under AWS RDS
The SQL Server Database provider fails to reset Permissions under AWS RDS because it doesn't allow granting of backup permissions.
FIX: Account Payment wizard; Manual Allocation checkbox is shown when permission denied
In the Account Payment wizard, the Manual Allocation checkbox is still shown when permission key "Account.PaymentManualAllocation" is denied for the user - it should not be shown.
FIX: Account Payment wizard; Manual Allocation checkbox is shown when permission denied
In the Account Payment wizard, the Manual Allocation checkbox is still shown when permission key "Account.PaymentManualAllocation" is denied for the user - it should not be shown.
FIX: Account Applications; When viewing temporary Account or Client created from the Application, Contact Method hyperlinks do not work
When viewing temporary Accounts or Clients created from the Application, Contact Method hyperlinks do not work.
FIX: Report Templates; Template Script code fails to run if the "Allow Script to format report cells" is checked
If the Template Script Code is pasted into a new Report Template and the "Allow Script to format report cells" option is checked on the General page then running the report results in the following error:
NEW: Close Accounts wizard; added filter for Account Ledger
Account Ledger range filter has been added to the Close Accounts wizard.
FIX: Business Layer; finUser; Duplicate method does not clear Locked Out state
The Duplicate method of finUser object was not clearing the Locked Out state of the record until it was saved.
NEW: Addressing; function that splits street address into components has been updated
The function that splits street address into its components has been updated to allow the misspelling of "Crescent" as "Cresent".
NEW: BankStatements (Proviso) Credit Bureau service; New Zealand Production URL updated
The BankStatements (Proviso) production URL for New Zealand has been updated from https://www.bankstatements.com.au/api/v1 to https://www.bankstatements.co.nz/api/v1.
NEW: Account Processes; added "Timestamp" audit item
A new "Timestamp" item has been added to Account Processes auditing.
FIX: Users & Responsibilities; Workflows page; Can no longer save the record if the Supervisor is the current User record
You can no longer save a record from the Users & Responsibilities form if the Supervisor specified on the Workflow page is the same as the currently loaded User record.
NEW: Account Direct Debit Process; now audited
An Audit Log is now written when Account Direct Debits are processed. This records the User who ran the process and the parameters they used as well as a summary of the Bank Transactions created.
FIX: Cannot create new database when in 64-bit mode
When running in 64-bit mode, the dropdown allowing you to select a database type to create is disabled when attempting to create a new database.
FIX: Business Layer; ISKeyValueList object; UpdateFromKeyValueList method does not set Dirty flag
Calling ISKeyValueList.UpdateFromKeyValueList did not set the Dirty flag on the Key Value List object.
FIX: Message Handler; Now enabled by default in new databases for Global Settings and User Preferences
The Message Handler is now enabled by default in new databases for Global Settings and User Preferences.
FIX: Workflow Types; Items page; Summary now displays "Outcomes" block for "HTML Widget" items
The Summary below the Workflow Type Items tree now displays an "Outcomes" block for items of type "HTML Widget".
FIX: Branch form; "Default Region" incorrectly displayed for New Zealand
On the Admin, Branch form, Options page, "Default Region" was incorrectly displayed for New Zealand.
FIX: Combine Clients wizard; may fail with an "Invalid merge item Group 'ContactMethods', Item 'EMAIL 1'" error
The Combine Clients wizard may fail to complete the merge with the following message "Failed to merge duplicated Client '[Id]' with Client '[Id]'. Invalid merge item Group 'ContactMethods', Item 'EMAIL [Number]'.".
NEW: finClientCombine; obsoleted object removed
The obsoleted finClientCombine object has been removed. This includes the function finBL.CreateClientCombine().
NEW: Deposit/ Loan Summary Reports; added optional column "Current Interest Rate"
Added an optional column "Current Interest Rate" to the Deposit Summary and Loan Summary Reports.
FIX: Bank Transaction Export Summary Report; reprint may print values reversed
When reprinting a Bank Transaction Export Summary Report, the values may print reversed.
NEW: New Zealand Client Types; updated Building Society and Friendly Society or Credit Union to allow Company Number
The following Client Types in New Zealand have been updated to allow a Company Number to be stored against them.
NEW: Query; Account List now includes DaysComplete and DaysIncomplete
"Account List" query now includes columns for DaysComplete and DaysIncomplete.
NEW: Account Applications; Logs; New "AccountAppLogSubjects" Information List added
A new Information List, "AccountAppLogSubjects", has been added to populate the Subject dropdown of the Account Application Log form.
FIX: Account Applications; Unhandled exception editing Quote Financial details
If an Account Application created an Account with Standard Transactons which did not have an Element Id, edit the Quote's Financial Details would cause an unhandled exception as would viewing the Account that the Account Application would create and viewi...
NEW: Client Contact Methods; new flag added to determine whether the Contact Method directly relates to the Client
A new flag "Owned By Client?" has been added to Contact Methods to determine whether a Client Contact directly relates to the Client or not. If unchecked this indicates the Contact belongs to a related party, e.g. an Advisor or Next of Kin and should not...
NEW: Account Applications; Collateral Items; Serial Number maximum length increased from 20 to 50 characters
The maximum length of the Serial Number of a Collateral Item has been increased from 20 to 50 characters.
NEW: Workflow Types; Summary Script; New option to "Show Actioned User and Date details"
By default, the User that Actioned (completed) an item and the date it was actioned are shown in the Items block of the Workflow Summary page.
NEW: Report Templates; Options page; Hide Reports; Maximum length updated to 4096 characters
The maximum length of the "Hide Reports" field on the Options page of the Report Templates form has been increased from 255 to 4096 characters.
FIX: Users & Responsibilities; Workflows; Weighting shown to 4 decimal places even though it is an Integer
The Weighting on the Workflow page of the Users & Responsibilities form was being shown to 4 decimal places even though it is an Integer.
NEW: Account Statement; new script functionality added to omit Transactions
A script can now hide Transactions from the Loan and Deposit Statements documents.
NEW: Proviso/ Bank Statements; new Signup button added to Global Settings
A new "Signup" button for Proviso/ Bank Statements has been added to Global Settings.
NEW: Word Documents; added new standard Bookmarks
Added new standard Bookmarks for Word Documents as follows:
NEW: Proviso/ BankStatements Credit Bureau; New Business Layer function to return a Decision Metric data element by Id
The Proviso/ BankStatements Credit Bureau interface has been enhanced with additional functions in the ProvisoReport.DecisionMetrics class.
FIX: HTML Widgets; Security Statement Account and Security Statement Client; Updated to hide content whilst loading
The Security Statement Account and Security Statement Client HTML Widgets have been updated to hide their content whilst loading. This prevents the layout appearing incorrect when loading style sheets.
NEW: Word Documents; added new standard Bookmarks
Added new standard Bookmarks for Word Documents as follows:
FIX: finAccount.TotalAdvancesRestructured; issue if called with differing includeCostElementType parameter
There is an issue with the Business Layer function finAccount.TotalAdvancesRestructured.
NEW: Web Config; removed PPSR G2B NZ page
Under Tools, Web, Web Configurations, the PPSR G2B NZ page has been removed.
NEW: VixVerify/ GreenId; URL's updated
VixVerify/ GreenId Credit Bureau URL's have been updated.
NEW: Security Item Residual Value; new setting to allow percentage greater than 100%
The Residual Value for Security Statement Items is currently limited to a value between 0 and 100%.
FIX: Account Income and Forecast Report; not showing correct values when MTD/YTD selected
The Account Income and Forecast Report may not show the correct values in the following circumstances:
FIX: HTML Widgets; Grid; Realign headers after group collapse/ expand
Grids with sticky headers (i.e., those that stay at the top of the grid) and also groupings such as the Account Monitor Category History grid now realign headers with columns after a group is collapsed or expanded.
FIX: On Call Deposit Account; Financial Details may show "originally x" term
"On Call" Deposit Accounts may show the Term including "originally x" on the Financial page, under the Financial Details block.